Cordatus Wealth Management LLC Utilities Sector Spdr Transaction History

Cordatus Wealth Management LLC

  • $278 Million
  • Q3 2024

A detailed history of Cordatus Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cordatus Wealth Management LLC holds 33,551 shares of XLU stock, worth $2.57 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
33,551
Previous 33,060 1.49%
Holding current value
$2.57 Million
Previous $2.25 Million 20.28%
% of portfolio
0.97%
Previous 0.84%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$67.67 - $80.78 $33,225 - $39,662
491 Added 1.49%
33,551 $2.71 Million
Q2 2024

Jul 18, 2024
BUY
$62.77 - $72.87 $26,551 - $30,824
423 Added 1.3%
33,060 $2.25 Million
Q1 2024

Apr 30, 2024
BUY
$59.95 - $65.65 $1.96 Million - $2.14 Million
32,637 New
32,637 $2.14 Million

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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